HSIE Results Daily: Dr Reddy’s Laboratories, Lupin, IRB Infra, Max Financial
DRRD expects to sustain growth in the US over the next few years with steady traction in gRevlimid and new launches (20+ launches p.a for the next...
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Pharmaceuticals: US Generic Growth to Stay, Selective on Structural Play
The pharmaceutical sector, emerging from the volatility of the past two post-pandemic and geopolitically tumultuous years, is now on a recovery...
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Pharma - Q2FY24 - Earnings Preview
The Pharma companies under our coverage are likely to report aggregate Revenue/EBITDA/PAT growth of 17.4%/23.8%/25.2% YoY in Q2FY24E.
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Pharma - Q1FY24 - Earnings Preview
The Pharma companies under our coverage are likely to report aggregate Revenue/ EBITDA/PAT growth of 22.1%/50.4%/39.5% YoY in Q1FY24E.
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Dr Reddy Lab Ltd - GRevlimid-Fuelled Growth in the US
gRevlimid sales ($125 Mn), led to the overall growth of the US business to $370 Mn (+47%, YoY). The rest of the US-based portfolio ($245 Mn),...
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